Suncoast Equity Management

CIK

1315059

Location

TAMPA, FL

Portfolio Value

Small $774,391,402

Diversification

Diversified

Filing Date

Global Rank

#2,053 / 8,623 ▼ 156 · as of Mar 2026

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-8.7%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+33.3%

SPY

+65.3%

Annualised alpha

-8.2%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

87 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

+0.5 pts

Top 5

34.0%

−1.2 pts

Top 10

56.5%

−2.7 pts

HHI

444

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$308,429,356	25
Financial Services	18.1%	$140,344,545	14
Healthcare	17.1%	$132,549,798	16
Industrials	9.2%	$71,287,292	12
Communication Services	8.3%	$64,258,718	2
Consumer Cyclical	6.2%	$47,734,677	9
Basic Materials	0.5%	$4,172,599	1
Unclassified	0.4%	$2,839,695	2
Consumer Defensive	0.3%	$2,599,222	5
Energy	0.0%	$175,500	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	+127,801	219,295	$3,947,310
TJX	Tjx Companies Inc /De/	+95,866	132,914	$21,226,365
TT	Trane Technologies plc	+1,755	11,101	$4,626,230
HIO	Western Asset High Income Opportunity Fund Inc.	+1,154	20,036	$72,730
AMZN	Amazon Com Inc	+376	5,183	$1,079,463
DNP	Dnp Select Income Fund Inc	+364	28,185	$290,305
JNJ	Johnson & Johnson	+250	2,133	$521,390
WMT	Walmart Inc.	+155	5,557	$690,623
PEP	Pepsico Inc	+75	1,926	$299,088
PLTR	Palantir Technologies Inc.	+21	5,021	$734,471
QQQ	Invesco Qqq Trust, Series 1	+19	778	$449,046
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−23,304	433,458	$75,595,075
CPRT	Copart Inc	−21,485	14,890	$494,348
MIRA	Mira Pharmaceuticals, Inc.	−12,644	90,645	$96,990
BR	Broadridge Financial Solutions, Inc.	−9,110	18,437	$2,995,643
ADP	Automatic Data Processing Inc	−9,051	89,916	$18,269,132
GOOGL	Alphabet Inc.	−8,683	137,155	$39,440,291
ETN	Eaton Corp plc	−8,001	60,342	$21,582,523
FAST	Fastenal Co	−7,559	108,901	$5,053,006
MSFT	Microsoft Corp	−7,296	165,619	$61,307,185
V	Visa Inc.	−6,745	141,644	$42,810,482
SYK	Stryker Corp	−5,606	116,187	$38,177,886
AAPL	Apple Inc.	−4,871	164,504	$41,749,470
G	Genpact LTD	−4,679	19,378	$721,830
LLY	ELI LILLY & Co	−3,760	38,951	$35,825,961
UBER	Uber Technologies, Inc	−3,657	165,842	$11,929,015
INTU	Intuit Inc.	−3,455	67,199	$29,055,503
AVGO	Broadcom Inc.	−3,137	85,493	$26,460,938
CTAS	Cintas Corp	−3,103	20,742	$3,508,301
MA	Mastercard Inc	−3,005	60,264	$30,111,510
EW	Edwards Lifesciences Corp	−2,818	10,345	$828,427
ITT	Itt Inc.	−2,690	11,406	$2,173,185
HQY	Healthequity, Inc.	−2,240	9,250	$773,022
META	Meta Platforms, Inc.	−2,169	43,379	$24,818,427
USFD	US Foods Holding Corp.	−2,055	8,925	$822,974
BRK-B	Berkshire Hathaway Inc	−1,821	45,279	$21,697,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	53,360	$22,696,140
ABNB	Airbnb, Inc.	134,350	$16,965,718
NOW	ServiceNow, Inc.	138,911	$14,523,145
AON	Aon plc	44,390	$14,328,204
TEL	TE Connectivity plc	8,155	$1,704,558
RMD	Resmed Inc	7,478	$1,678,661
CAH	Cardinal Health Inc	4,425	$935,046
ADSK	Autodesk, Inc.	2,172	$519,976
CDNS	Cadence Design Systems Inc	1,798	$499,610
KO	Coca Cola Co	4,460	$339,183
CAT	Caterpillar Inc	339	$240,167
CEF	Sprott Physical Gold & Silver Trust	4,440	$211,876
UEC	Uranium Energy Corp	13,000	$175,500
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	10,750	$57,569,797
CRM	Salesforce, Inc.	129,109	$34,202,265
ADBE	Adobe Inc.	64,122	$22,442,058
BRO	Brown & Brown, Inc.	11,856	$944,923
NTAP	NetApp, Inc.	6,561	$702,617
YELP	Yelp Inc	21,130	$642,140
ETHE	Grayscale Ethereum Staking ETF	19,500	$475,215
IBIT	iShares Bitcoin Trust ETF	7,484	$371,580
LMND	Lemonade, Inc.	3,000	$213,540
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $774,391,402 total · filing declares 101 positions · $833,304,875 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	433,458	-23,304	$75,595,075	−11.3%	9.76%
MSFT	Microsoft Corp Technology	Reduced	165,619	-7,296	$61,307,185	−26.7%	7.92%
V	Visa Inc. Financial Services	Reduced	141,644	-6,745	$42,810,482	−17.7%	5.53%
MCK	Mckesson Corp Healthcare	Reduced	48,625	-1,630	$42,078,130	+2.1%	5.43%
AAPL	Apple Inc. Technology	Reduced	164,504	-4,871	$41,749,470	−9.3%	5.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	137,155	-8,683	$39,440,291	−13.6%	5.09%
SYK	Stryker Corp Healthcare	Reduced	116,187	-5,606	$38,177,886	−10.8%	4.93%
LLY	ELI LILLY & Co Healthcare	Reduced	38,951	-3,760	$35,825,961	−21.9%	4.63%
GWW	W.W. Grainger, Inc. Industrials	Reduced	28,044	-1,290	$30,590,678	+3.3%	3.95%
MA	Mastercard Inc Financial Services	Reduced	60,264	-3,005	$30,111,510	−16.6%	3.89%
INTU	Intuit Inc. Technology	Reduced	67,199	-3,455	$29,055,503	−37.9%	3.75%
AVGO	Broadcom Inc. Technology	Reduced	85,493	-3,137	$26,460,938	−13.7%	3.42%
META	Meta Platforms, Inc. Communication Services	Reduced	43,379	-2,169	$24,818,427	−17.5%	3.20%
SPGI	S&P Global Inc. Financial Services	NEW	53,360	NEW	$22,696,140	NEW	2.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	45,279	-1,821	$21,697,696	−8.4%	2.80%
ETN	Eaton Corp plc Industrials	Reduced	60,342	-8,001	$21,582,523	−0.9%	2.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	132,914	+95,866	$21,226,365	+273.0%	2.74%
ADP	Automatic Data Processing Inc Technology	Reduced	89,916	-9,051	$18,269,132	−28.2%	2.36%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	134,350	NEW	$16,965,718	NEW	2.19%
NOW	ServiceNow, Inc. Technology	NEW	138,911	NEW	$14,523,145	NEW	1.88%
AON	Aon plc Financial Services	NEW	44,390	NEW	$14,328,204	NEW	1.85%
APH	Amphenol Corp /De/ Technology	Reduced	101,617	-1,613	$12,839,307	−8.0%	1.66%
UBER	Uber Technologies, Inc Technology	Reduced	165,842	-3,657	$11,929,015	−13.9%	1.54%
COR	Cencora, Inc. Healthcare	Reduced	27,353	-815	$8,592,671	−9.7%	1.11%
FAST	Fastenal Co Industrials	Reduced	108,901	-7,559	$5,053,006	+8.1%	0.65%
TT	Trane Technologies plc Industrials	Added	11,101	+1,755	$4,626,230	+27.2%	0.60%
SHW	Sherwin Williams Co Basic Materials	Reduced	13,017	-410	$4,172,599	−4.1%	0.54%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Added	219,295	+127,801	$3,947,310	+121.5%	0.51%
ROL	Rollins Inc Consumer Cyclical	Reduced	73,500	-1,740	$3,925,635	−13.1%	0.51%
CTAS	Cintas Corp Industrials	Reduced	20,742	-3,103	$3,508,301	−21.8%	0.45%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	19,038	-182	$3,302,141	−7.4%	0.43%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	18,437	-9,110	$2,995,643	−51.3%	0.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,676	-1,773	$2,390,649	−35.7%	0.31%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	48,444	-1,401	$2,194,513	−12.0%	0.28%
ITT	Itt Inc. Industrials	Reduced	11,406	-2,690	$2,173,185	−11.1%	0.28%
ACN	Accenture plc Technology	Reduced	8,983	-206	$1,781,239	−27.8%	0.23%
TEL	TE Connectivity plc Technology	NEW	8,155	NEW	$1,704,558	NEW	0.22%
CLS	Celestica Inc Technology	Reduced	6,045	-1,365	$1,702,755	−22.3%	0.22%
RMD	Resmed Inc Healthcare	NEW	7,478	NEW	$1,678,661	NEW	0.22%
HUBB	Hubbell Inc Industrials	Reduced	2,640	-588	$1,295,553	−9.6%	0.17%
CPAY	Corpay, Inc. Technology	Reduced	4,383	-1,017	$1,275,409	−21.5%	0.16%
PAYX	Paychex Inc Technology	Reduced	13,509	-138	$1,244,449	−18.7%	0.16%
FICO	Fair Isaac Corp Technology	Reduced	1,063	-252	$1,134,795	−49.0%	0.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,183	+376	$1,079,463	−2.7%	0.14%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,240	-933	$1,006,959	−21.0%	0.13%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	879	-196	$961,054	−1.4%	0.12%
CAH	Cardinal Health Inc Healthcare	NEW	4,425	NEW	$935,046	NEW	0.12%
HURN	Huron Consulting Group Inc. Industrials	Reduced	6,928	-1,675	$883,250	−40.6%	0.11%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	1,491	-335	$837,777	−32.2%	0.11%
EW	Edwards Lifesciences Corp Healthcare	Reduced	10,345	-2,818	$828,427	−26.2%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.